Connect Bigin and Elevated CRM to Build Intelligent Automations

Choose a Trigger

Bigin

When this happens...

Choose an Action

Elevated CRM

Automatically do this!

Enable Integrations or automations with these events of Bigin and Elevated CRM

Enable Integrations or automations with these events of Bigin and Elevated CRM

Actions

Create Contact

Create Contact

Create a new contact

Get Organization Details

Get Organization Details

Retrieves the details of the organization.

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Frequently Asked Questions

How do I start an integration between Bigin and Elevated CRM?

To start, connect both your Bigin and Elevated CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Bigin triggers actions in Elevated CRM (or vice versa).

Can we customize how data from Bigin is recorded in Elevated CRM?

Absolutely. You can customize how Bigin data is recorded in Elevated CRM. This includes choosing which data fields go into which fields of Elevated CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Bigin and Elevated CRM?

The data sync between Bigin and Elevated CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Bigin to Elevated CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Bigin and Elevated CRM?

Yes, you can set conditional logic to control the flow of data between Bigin and Elevated CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Bigin

About Bigin

Bigin is your secret weapon to organize your business data into Contacts, Companies, Pipelines, and Activities allowing you to see what areas need your attention and when.

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Elevated CRM

About Elevated CRM

Elevated CRM is a contact management tool that manages your contacts presence on the internet.

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